HEARTLAND HEALTHCARE FUND
Cite this
Plain text HEARTLAND HEALTHCARE FUND. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/020656066. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). HEARTLAND HEALTHCARE FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/020656066
MLA “HEARTLAND HEALTHCARE FUND.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/020656066. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $32.7M · expenses $34.2M · assets $47.4M
- EIN
- 02-0656066
- Address
- 3001 METRO DRIVE 500, BLOOMINGTON, MN 55425
- NTEE code
- -
- Subsection
- -
- Ruling year
- -
- Cross-check
- ProPublica Nonprofit Explorer
Mission
INSURED AND SELF-FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Steven P Tondi (former) | CHAIRMAN | 2010-2022 | $0 | $2 | 1 |
Unpaid officers and directors · 11 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Pj Foley | SECRETARY | 2023-2024 | 4 |
| James Bark | TRUSTEE | 2020-2024 | 5 |
| Greg Mulherin | TRUSTEE | 2011-2024 | 7 |
| Dan O'Connell | TRUSTEE | 2023-2024 | 1 |
| David Argubright | CHAIRMAN | 2011-2024 | 1 |
| Daniel Aussem | TRUSTEE | 2010-2024 | 1 |
| Bruce Werning (former) | SECRETARY | 2010-2022 | 9 |
| Dave Foy (former) | TRUSTEE, SEE SCHEDULE O | 2011-2020 | 1 |
| Gary Grabowski (former) | TRUSTEE, CHAIRMAN | 2010-2011 | 1 |
| Karl Kost (former) | TRUSTEE | 2010 | 1 |
| Dan Bulger (former) | TRUSTEE | 2010 | 1 |
People by year
2024 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAN O'CONNELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| PJ FOLEY | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2023 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAN O'CONNELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| PJ FOLEY | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2022 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY | 0 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2021 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY | 0 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2020 · 7 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVE FOY | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY, SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2019 · 6 people listed · none paid · 30 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVE FOY | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY, SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 6 people listed · none paid · 56 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVE FOY | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY, SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 6 people listed · none paid · 56 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVE FOY | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY, SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 6 people listed · none paid · 44 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVE FOY | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 6 people listed · 1 paid, $1 · 43 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN, SEE SCHEDULE O | 1 | $0 | $1 | $0 | $1 | 1 |
| DAVE FOY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 6 people listed · 1 paid, $1 · 50 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN, SEE SCHEDULE O | 1 | $0 | $1 | $0 | $1 | 1 |
| DAVE FOY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE, SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 6 people listed · none paid · 34 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVE FOY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | SECRETARY | 1 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 6 people listed · none paid · 18 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | TRUSTEE, CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVE FOY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | TRUSTEE, SECRETARY | 1 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 7 people listed · none paid · 34 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | TRUSTEE, CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVE FOY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ARGUBRIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | TRUSTEE, SECRETARY | 1 | $0 | $0 | $0 | $0 | 9 |
| GREG MULHERIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DANIEL AUSSEM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY GRABOWSKI | TRUSTEE, CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 6 people listed · none paid · 49 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY GRABOWSKI | TRUSTEE, CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| KARL KOST | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE WERNING | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| STEVEN P TONDI | TRUSTEE, SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN BULGER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL AUSSEM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 3 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $890,397 |
| BLUELINK TPA | EGAN, MN | MEDICAL CLAIMS NETWORK | $582,365 |
| EXPRESS SCRIPTS | EDINA, MN | PHARMACY CLAIMS NETWORK | $413,574 |
2023 · 3 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $859,363 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $550,033 |
| EXPRESS SCRIPTS | EDINA, MN | PHARMACY CLAIMS NETWORK | $364,874 |
2022 · 4 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $820,856 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $602,084 |
| THE SEGAL COMPANY | EDINA, MN | ACTUARY AND CONSULTANT | $105,757 |
| DELTA DENTAL OF IOWA | JOHNSTON, IA | DENTAL CLAIMS NETWORK | $103,771 |
2021 · 2 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $788,502 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $548,300 |
2020 · 2 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $716,212 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $570,992 |
2019 · 2 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $738,865 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $515,962 |
2018 · 2 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $710,319 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $542,473 |
2017 · 2 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $798,765 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $580,003 |
2016 · 2 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $734,719 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $581,354 |
2015 · 2 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $712,082 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $583,437 |
2014 · 2 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $674,928 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $581,680 |
2013 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUELINK TPA | MEDICAL CLAIMS NETWORK | $582,100 | |
| WILSON MCSHANE CORPORATION | FUND ADMINISTRATOR | $562,507 |
2012 · 2 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $601,933 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $581,199 |
2011 · 2 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $601,245 |
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $581,601 |
2010 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUELINK TPA | EAGAN, MN | MEDICAL CLAIMS NETWORK | $562,272 |
| WILSON MCSHANE CORPORATION | BLOOMINGTON, MN | FUND ADMINISTRATOR | $514,846 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $32,673,526 | $34,229,514 | $47,368,687 | $47,103,996 | $0 | $31,427,351 | $0 | 0 | 6 |
| 2023 · Form 990 | ||||||||
| $31,231,313 | $33,719,964 | $48,125,701 | $47,940,532 | $0 | $30,094,964 | $0 | 0 | 6 |
| 2022 · Form 990 | ||||||||
| $32,167,993 | $30,503,764 | $49,348,914 | $49,014,434 | $0 | $31,638,183 | $0 | 0 | 6 |
| 2021 · Form 990 | ||||||||
| $37,933,145 | $29,179,120 | $50,908,664 | $50,710,582 | $0 | $29,790,616 | $0 | 0 | 6 |
| 2020 · Form 990 | ||||||||
| $28,163,234 | $25,469,207 | $47,196,727 | $47,038,395 | $0 | $26,938,467 | $0 | 0 | 6 |
| 2019 · Form 990 | ||||||||
| $30,383,293 | $28,374,871 | $42,405,394 | $41,816,322 | $0 | $29,087,587 | $0 | 30 | 6 |
| 2018 · Form 990 | ||||||||
| $33,551,318 | $32,221,521 | $37,331,966 | $37,128,581 | $0 | $32,488,351 | $0 | 56 | 6 |
| 2017 · Form 990 | ||||||||
| $33,946,639 | $32,181,775 | $37,568,096 | $37,337,023 | $0 | $33,295,822 | $0 | 56 | 6 |
| 2016 · Form 990 | ||||||||
| $29,374,236 | $29,949,886 | $33,963,594 | $33,644,933 | $0 | $28,728,098 | $0 | 44 | 6 |
| 2015 · Form 990 | ||||||||
| $27,128,665 | $28,776,072 | $33,744,174 | $33,379,371 | $0 | $26,510,554 | $0 | 43 | 6 |
| 2014 · Form 990 | ||||||||
| $26,687,340 | $23,852,737 | $36,250,342 | $35,811,733 | $0 | $26,092,604 | $0 | 50 | 6 |
| 2013 · Form 990 | ||||||||
| $23,753,215 | $21,050,399 | $32,550,293 | $32,291,697 | $0 | $23,139,927 | $0 | 34 | 6 |
| 2012 · Form 990 | ||||||||
| $22,676,875 | $22,528,599 | $29,060,044 | $28,915,355 | $0 | $21,838,091 | $0 | 18 | 0 |
| 2011 · Form 990 | ||||||||
| $23,484,250 | $21,872,094 | $27,771,997 | $27,665,330 | $0 | $21,186,559 | $0 | 34 | 6 |
| 2010 · Form 990 | ||||||||
| $20,265,201 | $19,707,774 | $27,556,274 | $27,252,021 | $0 | $19,436,778 | $0 | 49 | 6 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HEARTLAND HEALTH CARE PLAN TRUST FUND | MO | Not reported | $37,226,009 | $42,989,161 | TRUSTEE/STAFF PHYSICIAN | $1,076,207 | Similar name, revenue within 2x |
| UBC HEALTHCARE TRUST FUND | TN | Not reported | $19,807,692 | $7,902,172 | TRUSTEE | $0 | Similar name, revenue within 2x |
| HEARTLAND HEALTH & WELLNESS FUND | OH | E81 | $347,847,935 | $351,526,392 | ALTERNATE TRUSTEE | $423,601 | Similar name, revenue differs more than 10x |
| HEARTLAND HEALTHCARE COALITION | IL | Not reported | $187,834 | $206,275 | Executive Direc | $140,730 | Similar name, revenue differs more than 10x |
| MEDINA HEALTHCARE FUND | TX | E11 | $65,415 | $6,111 | EXECUTIVE DIRECTOR | $0 | Similar name, revenue differs more than 10x |
| HOME HEALTHCARE FUNDING | PA | Not reported | - | - | DIRECTOR | $0 | Similar name |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $34,229,514 spent · pay $0 · grants $0 · events $2,624
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $32,832,728 | - | - | - | 95.9% | |
| Fees: management | $887,381 | - | - | - | 2.6% | |
| Fees: investment management | $141,959 | - | - | - | 0.4% | |
| Fees: accounting | $126,180 | - | - | - | 0.4% | |
| Fees: other services | $97,742 | - | - | - | 0.3% | |
| Fees: legal | $62,009 | - | - | - | 0.2% | |
| Office expenses | $51,581 | - | - | - | 0.2% | |
| Insurance | $27,310 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $2,624 | - | - | - | 0.0% | |
| Total | $34,229,514 | 100% |
2023 · Form 990 · $33,719,964 spent · pay $0 · grants $0 · events $4,597
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $32,400,559 | - | - | - | 96.1% | |
| Fees: management | $850,587 | - | - | - | 2.5% | |
| Fees: investment management | $149,192 | - | - | - | 0.4% | |
| Fees: accounting | $122,155 | - | - | - | 0.4% | |
| Fees: other services | $96,758 | - | - | - | 0.3% | |
| Office expenses | $44,329 | - | - | - | 0.1% | |
| Fees: legal | $26,198 | - | - | - | 0.1% | |
| Insurance | $25,589 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $4,597 | - | - | - | 0.0% | |
| Total | $33,719,964 | 100% |
2022 · Form 990 · $30,503,764 spent · pay $0 · grants $0 · events $2,007
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $29,263,356 | - | - | - | 95.9% | |
| Fees: management | $815,910 | - | - | - | 2.7% | |
| Fees: investment management | $150,436 | - | - | - | 0.5% | |
| Fees: other services | $105,757 | - | - | - | 0.3% | |
| Fees: accounting | $68,047 | - | - | - | 0.2% | |
| Fees: legal | $37,216 | - | - | - | 0.1% | |
| Office expenses | $32,927 | - | - | - | 0.1% | |
| Insurance | $28,108 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $2,007 | - | - | - | 0.0% | |
| Total | $30,503,764 | 100% |
2021 · Form 990 · $29,179,120 spent · pay $0 · grants $0 · events $1,628
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $27,993,074 | - | - | - | 95.9% | |
| Fees: management | $785,994 | - | - | - | 2.7% | |
| Fees: investment management | $145,266 | - | - | - | 0.5% | |
| Fees: other services | $78,328 | - | - | - | 0.3% | |
| Fees: accounting | $71,372 | - | - | - | 0.2% | |
| Fees: legal | $51,279 | - | - | - | 0.2% | |
| Office expenses | $26,858 | - | - | - | 0.1% | |
| Insurance | $25,321 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $1,628 | - | - | - | 0.0% | |
| Total | $29,179,120 | 100% |
2020 · Form 990 · $25,469,207 spent · pay $0 · grants $0 · events $2,130
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,384,053 | - | - | - | 95.7% | |
| Fees: management | $709,965 | - | - | - | 2.8% | |
| Fees: investment management | $138,052 | - | - | - | 0.5% | |
| Fees: other services | $87,252 | - | - | - | 0.3% | |
| Fees: accounting | $61,530 | - | - | - | 0.2% | |
| Office expenses | $30,789 | - | - | - | 0.1% | |
| Fees: legal | $30,061 | - | - | - | 0.1% | |
| Insurance | $25,375 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $2,130 | - | - | - | 0.0% | |
| Total | $25,469,207 | 100% |
2019 · Form 990 · $28,374,871 spent · pay $0 · grants $0 · events $3,041
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $26,890,275 | - | - | - | 94.8% | |
| Fees: management | $722,141 | - | - | - | 2.5% | |
| Other (as described) | TRANSFERS TO OTHER PLAN | $361,729 | - | - | - | 1.3% |
| Fees: investment management | $140,962 | - | - | - | 0.5% | |
| Fees: other services | $97,276 | - | - | - | 0.3% | |
| Fees: accounting | $73,073 | - | - | - | 0.3% | |
| Office expenses | $39,160 | - | - | - | 0.1% | |
| Fees: legal | $23,808 | - | - | - | 0.1% | |
| Insurance | $23,406 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,041 | - | - | - | 0.0% | |
| Total | $28,374,871 | 100% |
2018 · Form 990 · $32,221,521 spent · pay $0 · grants $0 · events $11,073
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,075,557 | - | - | - | 96.4% | |
| Fees: management | $702,720 | - | - | - | 2.2% | |
| Fees: investment management | $140,926 | - | - | - | 0.4% | |
| Fees: other services | $91,166 | - | - | - | 0.3% | |
| Fees: accounting | $90,996 | - | - | - | 0.3% | |
| Fees: legal | $47,529 | - | - | - | 0.1% | |
| Office expenses | $35,583 | - | - | - | 0.1% | |
| Insurance | $25,971 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $11,073 | - | - | - | 0.0% | |
| Total | $32,221,521 | 100% |
2017 · Form 990 · $32,181,775 spent · pay $0 · grants $0 · events $1,339
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,023,966 | - | - | - | 96.4% | |
| Fees: management | $794,878 | - | - | - | 2.5% | |
| Fees: investment management | $124,441 | - | - | - | 0.4% | |
| Fees: other services | $91,064 | - | - | - | 0.3% | |
| Fees: legal | $54,602 | - | - | - | 0.2% | |
| Fees: accounting | $48,480 | - | - | - | 0.2% | |
| Office expenses | $27,588 | - | - | - | 0.1% | |
| Insurance | $15,417 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $1,339 | - | - | - | 0.0% | |
| Total | $32,181,775 | 100% |
2016 · Form 990 · $29,949,886 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $28,789,908 | - | - | - | 96.1% | |
| Fees: management | $731,002 | - | - | - | 2.4% | |
| Fees: investment management | $106,552 | - | - | - | 0.4% | |
| Other (as described) | TRANSITIONAL REINSURANC | $98,442 | - | - | - | 0.3% |
| Fees: other services | $76,276 | - | - | - | 0.3% | |
| Fees: legal | $55,383 | - | - | - | 0.2% | |
| Fees: accounting | $50,971 | - | - | - | 0.2% | |
| Office expenses | $25,935 | - | - | - | 0.1% | |
| Insurance | $15,417 | - | - | - | 0.1% | |
| Total | $29,949,886 | 100% |
2015 · Form 990 · $28,776,072 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $27,574,653 | - | - | - | 95.8% | |
| Fees: management | $709,978 | - | - | - | 2.5% | |
| Other (as described) | TRANSITIONAL REINSURANC | $149,864 | - | - | - | 0.5% |
| Fees: investment management | $105,416 | - | - | - | 0.4% | |
| Fees: accounting | $78,218 | - | - | - | 0.3% | |
| Fees: other services | $67,260 | - | - | - | 0.2% | |
| Fees: legal | $49,105 | - | - | - | 0.2% | |
| Office expenses | $25,343 | - | - | - | 0.1% | |
| Insurance | $16,235 | - | - | - | 0.1% | |
| Total | $28,776,072 | 100% |
2014 · Form 990 · $23,852,737 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,652,530 | - | - | - | 95.0% | |
| Fees: management | $672,545 | - | - | - | 2.8% | |
| Other (as described) | TRANSITIONAL REINSURANC | $210,546 | - | - | - | 0.9% |
| Fees: investment management | $98,975 | - | - | - | 0.4% | |
| Fees: accounting | $70,940 | - | - | - | 0.3% | |
| Fees: other services | $66,356 | - | - | - | 0.3% | |
| Fees: legal | $43,787 | - | - | - | 0.2% | |
| Office expenses | $21,814 | - | - | - | 0.1% | |
| Insurance | $15,244 | - | - | - | 0.1% | |
| Total | $23,852,737 | 100% |
2013 · Form 990 · $21,050,399 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $20,171,361 | - | - | - | 95.8% | |
| Fees: management | $556,305 | - | - | - | 2.6% | |
| Fees: investment management | $80,509 | - | - | - | 0.4% | |
| Fees: accounting | $68,436 | - | - | - | 0.3% | |
| Fees: legal | $66,943 | - | - | - | 0.3% | |
| Fees: other services | $66,469 | - | - | - | 0.3% | |
| Office expenses | $23,823 | - | - | - | 0.1% | |
| Insurance | $16,553 | - | - | - | 0.1% | |
| Total | $21,050,399 | 100% |
2012 · Form 990 · $22,528,599 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,621,197 | - | - | - | 96.0% | |
| Fees: management | $598,268 | - | - | - | 2.7% | |
| Fees: accounting | $81,301 | - | - | - | 0.4% | |
| Fees: other services | $72,298 | - | - | - | 0.3% | |
| Fees: investment management | $67,583 | - | - | - | 0.3% | |
| Fees: legal | $54,952 | - | - | - | 0.2% | |
| Office expenses | $16,676 | - | - | - | 0.1% | |
| Insurance | $16,324 | - | - | - | 0.1% | |
| Total | $22,528,599 | 100% |
2011 · Form 990 · $21,872,094 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,016,851 | - | - | - | 96.1% | |
| Fees: management | $599,830 | - | - | - | 2.7% | |
| Fees: other services | $67,495 | - | - | - | 0.3% | |
| Fees: legal | $58,600 | - | - | - | 0.3% | |
| Fees: accounting | $48,745 | - | - | - | 0.2% | |
| Fees: investment management | $38,958 | - | - | - | 0.2% | |
| Office expenses | $27,254 | - | - | - | 0.1% | |
| Insurance | $14,361 | - | - | - | 0.1% | |
| Total | $21,872,094 | 100% |
2010 · Form 990 · $19,707,774 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,935,859 | - | - | - | 96.1% | |
| Fees: management | $510,767 | - | - | - | 2.6% | |
| Fees: other services | $89,049 | - | - | - | 0.5% | |
| Fees: accounting | $57,945 | - | - | - | 0.3% | |
| Fees: legal | $44,668 | - | - | - | 0.2% | |
| Fees: investment management | $31,170 | - | - | - | 0.2% | |
| Office expenses | $23,162 | - | - | - | 0.1% | |
| Insurance | $15,154 | - | - | - | 0.1% | |
| Total | $19,707,774 | 100% |